Eric attended the University of North Carolina at Wilmington, after which, he began and successfully sold his first business. In 2001, Eric entered the financial industry. Since then, Eric has concentrated his practice in North Carolina state employees’ retirement benefits and is currently servicing five North Carolina counties. Eric successfully passed the examinations for FINRA series 6 and 63 registrations and has earned his LUTCF certification. He is also licensed to sell insurance in the areas of long-term care, life, health and disability.
During his financial career, Eric has been a Registered Securities Representative with Triad Advisors, LLC (2006-2019) and currently with M.S. Howells & Co. (August 2019-present), a broker/dealer.
Eric’s current status is Registered Representative with M.S. Howells & Co., a broker/dealer (August 2019-present). He is an Associate of Wiser Benefit Consultants, Inc. (2009-present), a commission-only firm. M.S. Howells & Co. and Wiser Benefit Consultants, Inc. are separate and not related entities.
Finally, Eric is an independent insurance agent of Carolina Financial Professionals, LLC, an insurance firm (2001-present).
All entities referenced above are separate and not related to M.S. Howells & Co., a broker/dealer.